SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 698 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $309,435 | +18.5% | 12,925 | +21.9% | 0.02% | +25.0% |
| Q2 2023 | $261,138 | -69.6% | 10,602 | -72.3% | 0.02% | -75.0% |
| Q3 2022 | $858,000 | -13.4% | 38,323 | -1.9% | 0.08% | -9.1% |
| Q2 2022 | $991,000 | -10.9% | 39,056 | -2.5% | 0.09% | +1.1% |
| Q1 2022 | $1,112,000 | -35.9% | 40,057 | -31.6% | 0.09% | -32.6% |
| Q4 2021 | $1,735,000 | +515.2% | 58,565 | +532.0% | 0.13% | +460.9% |
| Q3 2021 | $282,000 | -25.4% | 9,266 | -19.6% | 0.02% | -25.8% |
| Q2 2021 | $378,000 | -6.0% | 11,523 | -8.9% | 0.03% | -8.8% |
| Q1 2021 | $402,000 | +76.3% | 12,650 | +69.8% | 0.03% | +13.3% |
| Q4 2020 | $228,000 | – | 7,451 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COOPER/HAIMS ADVISORS, LLC | 1,097,098 | $26,264,531 | 20.43% |
| Red Tortoise LLC | 403,032 | $9,648,592 | 6.46% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 919,736 | $21,996,372 | 6.36% |
| Heartwood Wealth Advisors LLC | 1,779,025 | $42,589,859 | 6.28% |
| Bishop & Co Investment Management, LLC | 0 | $137,008 | 6.15% |
| Upper Left Wealth Management, LLC | 210,113 | $5,030,106 | 5.23% |
| BlueSky Wealth Advisors, LLC | 967,612 | $23,164,620 | 4.74% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 448,428 | $10,735,376 | 4.32% |
| Rainsberger Wealth Advisors, Inc. | 293,900 | $7,035,973 | 4.32% |
| Consilium Wealth Advisory, LLC | 257,197 | $6,157,307 | 4.31% |